- DELIVER MASSIVE VALUE TO YOUR CLIENTS THROUGH TAX PLANNING -
... Get Your
''37 POINT CHECKLIST''
...and Discover How You Can Transform The
Tax Return Review Process From a
Wild Goose Chase to a Value Add Experience
for Your Clients
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Taxes Certainly Present A Challenge, But it Doesn't Have to be That Way for You...
This is your opportunity to set yourself apart by delivering the kind of value most advisors never even think about.

As a financial advisor, you know taxes are important, but you might still have questions about how to turn that knowledge into massive value for your clients.
  • “How do I review a tax return?”
  • “How do I get my team involved in reviewing tax returns?”
  • ​“What about the ‘basic’ returns?”
  • "​How do I make sure my process is consistent and actually delivers value?"
Discover the answers to those questions and more with the 37 Point Checklist on Reviewing Tax Returns - your guide to delivering massive value.
Do you find it difficult to get tax returns from your clients?
The reason you’re not getting tax returns from clients may be simple: you need a process that turns those returns into real value.
When clients clearly see the value of sharing their tax return, they’re far more willing to provide it, and it gets easier every year.
If you aren’t yet getting tax returns, great news! NOW IS THE PERFECT TIME TO START
(and it's one of the first things we help our members improve in their practices).
By the way, even if you’re already getting tax returns from your clients, the 37 Point Checklist will help you deliver even greater value and create a smoother, more consistent review process.
What Will You Receive with the 37 Point Checklist
Using your 37 Point Checklist will transform how you approach tax returns, delivering valuable outcomes that benefit both you and your clients:
  • More Freedom: With a clear, efficient system in place, you'll spend less time chasing down tax returns and more time focusing on what you do best.
  • Create More Value: By turning tax returns into actionable insights, you’ll be able to offer your clients a level of service that sets you apart from your competitors.
  • Increase Client Retention: Clients who see the tangible benefits of working with you on their tax returns are more likely to stay with you year after year.
  • Greater Results: The checklist is more than just a tool for reviewing tax returns. It’s your key to taking client relationships to the next level, creating a lasting impact with practical tax strategies.
BONUS! Your 37 Point Checklist is updated every year to stay relevant and effective. Once you’ve purchased the checklist, you’ll automatically receive all future updates - completely free!
 Curious who’s behind this?
Here’s more about Steven Jarvis, CPA....
Steven Jarvis is proudly the “least boring” CPA you’ll ever meet.

He proudly has NOT committed the entire tax code to memory and instead focuses on teaching financial advisors how they can actually work with their clients to help them not get killed on taxes. 

Everything Steven does is focused on how to take action. Google can recite the law, Steven gives the roadmap for taking relevant tax planning strategies from an idea on a whiteboard to real clients saving real money and creating real impact over the lifetime of their wealth. 

Steven is a licensed CPA, has an MBA, has taught as an adjunct professor and has given tax planning presentations to audiences large and small across the country. Steven is also a sought after author having published a book on tax planning and contributing articles to renowned publications throughout the industry.

When he’s not talking taxes Steven is always in search of a new adventure and is currently focused on obstacle course racing and other endurance events and even gets the whole family involved as his wife and two kids are often along for the journey.
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